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MTD vs. PHMIX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

MTD vs. PHMIX

Last updated May 12, 2025

Compare and contrast key facts about Mettler-Toledo International Inc. (MTD) and PIMCO High Yield Municipal Bond Fund (PHMIX).

PHMIX is managed by PIMCO. It was launched on Jul 30, 2006.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MTD or PHMIX.

Correlation

The correlation between MTD and PHMIX is -0.40. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.

Performance

MTD vs. PHMIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Mettler-Toledo International Inc. (MTD) and PIMCO High Yield Municipal Bond Fund (PHMIX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Daily Std Dev

MTD:

36.94%

PHMIX:

3.27%

Max Drawdown

MTD:

-2.54%

PHMIX:

-0.24%

Current Drawdown

MTD:

-1.87%

PHMIX:

-0.24%

Returns By Period

MTD

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

PHMIX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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Risk-Adjusted Performance

MTD vs. PHMIX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
MTD
The Risk-Adjusted Performance Rank of MTD is 3030
Overall Rank
The Sharpe Ratio Rank of MTD is 2727
Sharpe Ratio Rank
The Sortino Ratio Rank of MTD is 2828
Sortino Ratio Rank
The Omega Ratio Rank of MTD is 2929
Omega Ratio Rank
The Calmar Ratio Rank of MTD is 3232
Calmar Ratio Rank
The Martin Ratio Rank of MTD is 3333
Martin Ratio Rank
PHMIX
The Risk-Adjusted Performance Rank of PHMIX is 4444
Overall Rank
The Sharpe Ratio Rank of PHMIX is 4444
Sharpe Ratio Rank
The Sortino Ratio Rank of PHMIX is 3939
Sortino Ratio Rank
The Omega Ratio Rank of PHMIX is 4343
Omega Ratio Rank
The Calmar Ratio Rank of PHMIX is 4949
Calmar Ratio Rank
The Martin Ratio Rank of PHMIX is 4545
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

MTD vs. PHMIX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Mettler-Toledo International Inc. (MTD) and PIMCO High Yield Municipal Bond Fund (PHMIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

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Dividends

MTD vs. PHMIX - Dividend Comparison

MTD has not paid dividends to shareholders, while PHMIX's dividend yield for the trailing twelve months is around 4.18%.

TTM20242023202220212020201920182017201620152014
MTD
Mettler-Toledo International Inc.		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
PHMIX
PIMCO High Yield Municipal Bond Fund		4.18%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

MTD vs. PHMIX - Drawdown Comparison

The maximum MTD drawdown since its inception was -2.54%, which is greater than PHMIX's maximum drawdown of -0.24%. Use the drawdown chart below to compare losses from any high point for MTD and PHMIX. For additional features, visit the drawdowns tool.

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Volatility

MTD vs. PHMIX - Volatility Comparison

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